What are the steps to be taken in order to sync Salesforce sandbox with Zuora API sandbox? We do not have a full Zuora Sandbox. We already enabled CPQ so now it looks like I can't clean up the product catalog. At the same time, I cannot sync the products from now refreshed SFDC sandbox to the Zuora sandbox because it's saying the there's an invalid Zuora ID. Thanks! Salome
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Thanks, @feisley! Unfortuantley, I've spent couple of hours on this and am still hitting a wall where either too much is displayed or nothing at all. Is there any way we could do a 30 min screenshare?
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Much more helpful! Thanks! I'm still having an issue where either everything is displaying or nothing. Where do I define set zero? Also, how come it's not parsing to only pickup charges that are both recurring and have price greater than zero? Happy to take this offline salome@socialtables.com and would love to either jump on a screenshare or shoot over the word doc!
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Hi @feisley! Thank you for the template. Can you help me understand the 'SET showRow "1"' followed by 'If 0 = 1' part? Where are we defining what's is the set, and I'm completely lost about what zero equals one means! We're trying to only hide recurring products which have effective price of zero and are effecitvely duplicates. While we would like to show one time charges with effective price of zero because they waves strategically and we would like to show them that it was waved. Thank you! Salome
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Hi Doyeli, Can you include a screenshot of where the list price is displayed then? I don't undersatnd what you mean by "price on tiers" especially when's it's flat price (no tiers?). Thanks! Salome
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I see that new reporting isn't LA anymore and everyone has access to it. But we are unable to open any reports, even reporting tab takes forever to load just to display the reports. Is there any systemwide issue? This is preventing us from running updated numbers for our business.
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Can you customize and run a one-off report without having to save it each time? It's a one time view that I can either export or just look at but don't really want to creating so many reports I may not use in the future. Thanks! Salome
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Can you save which format you want the report to run in as default - summary or detail? Rephrased: If you want summary view, can you click "run" button be always summary? so you don't have to go into drop down menu each time
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